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William P

Cream Ridge, NJ

Princeton Investment Management Company

William Primm is a financial advisor at Princeton Investment Management Company with 24 years of industry experience. He has been with the firm since 1981. Princeton Investment Management Company serves individuals, trusts, estates, charitable organizations, and retirement accounts, typically managing balanced stock-and-bond portfolios with a value-oriented, fundamental analysis approach. The firm operates with a small client base, generally managing assets non-discretionarily and focusing on long-term, low-turnover investment strategies.

Wealth management Tax-loss harvesting
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